Specifying where a lead or shoot came from

How to track referrals and lead sources for leads and shoots, and where to run analytics on them

Written by Justin Morabito Updated over a week ago

It's good business practice to track where a lead or shoot came from (their referral) so you know where to focus in order to continue to grow your business.

In Sprout, we call this a Lead Source and every lead or shoot can have as many lead sources as you'd like, so you can be as detailed as you'd like.

To customize your list of lead sources, go to Settings > Automation > Customizable Lists and click edit on the "Lead Source" section. Here, you can edit and re-arrange (click-and-drag) existing lead sources or add new ones.

Each lead source has:

A name, which is how you'll reference it on a lead or shoot.

A color for how it will be displayed on a lead or shoot.

To specify a lead source when creating a lead or shoot, choose the "Lead Source" dropdown at the bottom of the "Add Lead" or "Add Shoot" modal. You can also create a new lead source from here.

If a lead or shoot is already created, you can add a lead source in the "Meta" panel on the bottom-right of a lead or shoot's overview page.

To remove a lead source you've already specified for a lead or shoot, simply click the "x" button next to the lead source in the "Meta" panel on the bottom-right of a lead or shoot's overview page.

Go to Reports > Business Health to view analytics on your lead sources to see which lead source is generating the most amount of business for you. You can also filter any of the reports on a per-lead-source basis.